Concentrum Wealth Management's ownership history for IVV

Concentrum Wealth Management currently holds 511 shares with a market value of $333.8K. It started holding IVV on 2024-12-31. At its peak, it held 511 shares on 2026-03-31. Its highest holding value was $333.8K on 2026-03-31. At its lowest, it held 341 shares on 2025-12-31, with a value of $202.5K on 2024-12-31. In the recent 180 days, Concentrum Wealth Management has increased its shares by 164. In the recent year, Concentrum Wealth Management has increased its shares by 167.